The easiest way to add multiple Units to your account is to use the online Importer. To do this:
- log in to happy.co > click Let's Get Started > choose the folder you want to import the units > click the Units tab > click Import Units in the top right > download the Importer Spreadsheet by clicking the blue 'Click Here to Download CSV..' > fill in the spreadsheet > drag and drop the CSV or browse to upload it.
The Importer needs a very precise layout, so please make sure you don't change any column headers, or have any duplicate rows - this will result in a failed upload. Check out the image below for a breakdown of each of the headings:
Adding Individual Units
Individual Units can be added through the app, if you're on the road. In Inspections you can do this by:
- tapping the Units tab > tap the '+' icon > tap Add New Unit > Fill in the Unit details > Tap the checkmark.
You can also edit your imported Units through the app to add a property photo and more contacts. To edit a Property in the Inspections app:
- tap the Units tab > tap the Unit you would like to edit > tap the three dot icon > tap Edit Unit > change the details, add a property photo, or add another contact > tap the checkmark to commit your changes.